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Crown Castle（CCI）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是Crown Castle的1.7倍（$1.7B vs $1.0B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs -45.9%，领先49.6%），Crown Castle同比增速更快（-4.8% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $-43.0M），过去两年Crown Castle的营收复合增速更高（-4.5% vs -6.8%）
Crown Castle Inc.是总部位于美国得克萨斯州休斯敦的房地产投资信托企业，同时是美国共享通信基础设施服务商，在全球设有100个办事处，旗下拥有超4万座信号塔、约8.5万英里光纤线路，为小基站及光纤系统提供网络支撑。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
CCI vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$1.0B
营收增速更快
CCI
高出4.2%
-9.0%
净利率更高
RUSHA
高出49.6%
-45.9%
自由现金流更多
RUSHA
多$454.6M
$-43.0M
两年增速更快
CCI
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $-464.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 46.0% | 4.9% |
| 净利率 | -45.9% | 3.7% |
| 营收同比 | -4.8% | -9.0% |
| 净利润同比 | — | 1.8% |
| 每股收益（稀释后） | $1.48 | $0.77 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CCIRUSHA
| Q1 26 | $1.0B | $1.7B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润CCIRUSHA
| Q1 26 | $-464.0M | $61.7M | ||
| Q4 25 | $294.0M | $64.3M | ||
| Q3 25 | $323.0M | $66.7M | ||
| Q2 25 | $291.0M | $72.4M | ||
| Q1 25 | $-464.0M | $60.3M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | $303.0M | $79.1M | ||
| Q2 24 | $251.0M | $78.7M |
毛利率CCIRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 97.4% | 20.8% | ||
| Q3 25 | 97.2% | 21.0% | ||
| Q2 25 | 97.5% | 20.7% | ||
| Q1 25 | 97.4% | 20.3% | ||
| Q4 24 | 97.7% | 19.3% | ||
| Q3 24 | 97.6% | 21.0% | ||
| Q2 24 | 97.7% | 20.2% |
营业利润率CCIRUSHA
| Q1 26 | 46.0% | 4.9% | ||
| Q4 25 | 48.8% | 5.5% | ||
| Q3 25 | 49.0% | 5.6% | ||
| Q2 25 | 47.7% | 6.0% | ||
| Q1 25 | 49.1% | 5.2% | ||
| Q4 24 | 51.0% | 5.8% | ||
| Q3 24 | 47.5% | 6.7% | ||
| Q2 24 | 44.7% | 6.4% |
净利率CCIRUSHA
| Q1 26 | -45.9% | 3.7% | ||
| Q4 25 | 27.5% | 3.8% | ||
| Q3 25 | 30.1% | 3.7% | ||
| Q2 25 | 27.5% | 3.9% | ||
| Q1 25 | -43.7% | 3.4% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 27.1% | 4.4% | ||
| Q2 24 | 22.7% | 4.1% |
每股收益（稀释后）CCIRUSHA
| Q1 26 | $1.48 | $0.77 | ||
| Q4 25 | $0.67 | $0.81 | ||
| Q3 25 | $0.74 | $0.83 | ||
| Q2 25 | $0.67 | $0.90 | ||
| Q1 25 | $-1.07 | $0.73 | ||
| Q4 24 | — | $-95.13 | ||
| Q3 24 | $0.70 | $0.97 | ||
| Q2 24 | $0.58 | $97.00 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $55.0M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $31.4B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资CCIRUSHA
| Q1 26 | $55.0M | — | ||
| Q4 25 | $99.0M | $212.6M | ||
| Q3 25 | $57.0M | $242.0M | ||
| Q2 25 | $94.0M | $211.1M | ||
| Q1 25 | $60.0M | $228.7M | ||
| Q4 24 | $100.0M | $228.1M | ||
| Q3 24 | $194.0M | $185.1M | ||
| Q2 24 | $155.0M | $167.3M |
总债务CCIRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $21.6B | $274.8M | ||
| Q3 25 | $21.6B | — | ||
| Q2 25 | $22.0B | — | ||
| Q1 25 | $22.9B | — | ||
| Q4 24 | $23.5B | $408.4M | ||
| Q3 24 | $23.5B | — | ||
| Q2 24 | $22.9B | — |
股东权益CCIRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $-1.6B | $2.2B | ||
| Q3 25 | $-1.5B | $2.2B | ||
| Q2 25 | $-1.4B | $2.2B | ||
| Q1 25 | $-1.3B | $2.2B | ||
| Q4 24 | $-133.0M | $2.1B | ||
| Q3 24 | $5.3B | $2.1B | ||
| Q2 24 | $5.7B | $2.0B |
总资产CCIRUSHA
| Q1 26 | $31.4B | $4.5B | ||
| Q4 25 | $31.5B | $4.4B | ||
| Q3 25 | $31.5B | $4.6B | ||
| Q2 25 | $31.6B | $4.7B | ||
| Q1 25 | $31.8B | $4.7B | ||
| Q4 24 | $32.7B | $4.6B | ||
| Q3 24 | $38.0B | $4.6B | ||
| Q2 24 | $38.2B | $4.5B |
负债/权益比CCIRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | 4.43× | — | ||
| Q2 24 | 4.04× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-43.0M | $411.6M |
| 自由现金流率自由现金流/营收 | -4.3% | 24.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $4.3B | $828.4M |
8季度趋势，按日历期对齐
经营现金流CCIRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $112.9M | ||
| Q3 25 | $714.0M | $367.8M | ||
| Q2 25 | $832.0M | $227.6M | ||
| Q1 25 | $641.0M | $153.5M | ||
| Q4 24 | $2.9B | $392.3M | ||
| Q3 24 | $699.0M | $111.7M | ||
| Q2 24 | $768.0M | $270.6M |
自由现金流CCIRUSHA
| Q1 26 | $-43.0M | $411.6M | ||
| Q4 25 | $2.9B | $31.9M | ||
| Q3 25 | $671.0M | $271.2M | ||
| Q2 25 | $792.0M | $113.8M | ||
| Q1 25 | $601.0M | $45.1M | ||
| Q4 24 | $2.8B | $263.5M | ||
| Q3 24 | $661.0M | $-20.0M | ||
| Q2 24 | $729.0M | $177.2M |
自由现金流率CCIRUSHA
| Q1 26 | -4.3% | 24.4% | ||
| Q4 25 | 268.4% | 1.9% | ||
| Q3 25 | 62.6% | 15.2% | ||
| Q2 25 | 74.7% | 6.2% | ||
| Q1 25 | 56.6% | 2.6% | ||
| Q4 24 | 247.3% | 13.7% | ||
| Q3 24 | 59.0% | -1.1% | ||
| Q2 24 | 65.9% | 9.1% |
资本支出强度CCIRUSHA
| Q1 26 | 1.0% | 2.0% | ||
| Q4 25 | 17.0% | 4.8% | ||
| Q3 25 | 4.0% | 5.4% | ||
| Q2 25 | 3.8% | 6.2% | ||
| Q1 25 | 3.8% | 6.2% | ||
| Q4 24 | 15.7% | 6.7% | ||
| Q3 24 | 3.4% | 7.3% | ||
| Q2 24 | 3.5% | 4.8% |
现金转化率CCIRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 10.40× | 1.75× | ||
| Q3 25 | 2.21× | 5.51× | ||
| Q2 25 | 2.86× | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 2.31× | 1.41× | ||
| Q2 24 | 3.06× | 3.44× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
